East72’s Q3 2023 Investor Letter

East 72, an investment management company, recently released its third quarter 2023 investor letter. A copy of the same can be downloaded here. Global equity indexes were broadly lower during the third quarter. US markets fell in the 3% range over the same period after a 5% decline in September. The fund delivered a -2.23% return in the third quarter ended September 30, 2023.  In addition, you can check the top 5 holdings of the fund to know its best picks in 2023.